+49.5%
EQT vs PSA
+101.3%
-51.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -3.6% | +2.5% | -0.2% |
| 30D | +1.1% | -9.4% | +10.5% | +3.8% |
| 3M | +4.8% | -8.2% | +13.0% | +7.0% |
| 6M | -10.6% | -1.8% | -8.7% | -10.7% |
| YTD | +3.4% | +15.7% | -12.3% | -1.9% |
| 1Y | +8.7% | +6.3% | +2.4% | +5.6% |
| 3Y | +35.0% | +21.6% | +13.4% | +23.5% |
| 5Y | +204.2% | +13.5% | +190.8% | +184.7% |
| All | +49.5% | +101.3% | -51.7% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling